Sign On

Jeff Wortley


Jeff Wortley Biopic

About Jeff Wortley

Jeff Wortley leads the Institutional Advisor team for KeyBank’s Institutional Investment, Trust, Custody, and Non-Profit services. He works with organizations to deliver a range of seamless services designed to achieve their goals, capture their values, and maximize financial outcomes to support their mission.

Jeff joined Key in 2011 after more than 25 years in the financial services industry, including as a wealth management consultant for UBS and Merrill Lynch. At Bank of America, Jeff worked in the Institutional Trust and Private Banking arenas.

A graduate of Tufts University, he is the Treasurer for the Seattle Chamber of Commerce and for Benaroya Research Institute. Jeff is a former member of the Washington Planned Giving Council, a past President of the Greenwood Group Home, past Secretary of the American Red Cross chapter for King and Kitsap Counties, and a past Treasurer of Seattle Biomedical Research Institute.

Jeff and his wife live in the Pacific Northwest.

The Key Wealth Institute is comprised of financial professionals representing KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

Any opinions, projections, or recommendations contained herein are subject to change without notice, are those of the individual author(s), and may not necessarily represent the views of KeyBank or any of its subsidiaries or affiliates.

This material presented is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment or tax planning strategy.

KeyBank, nor its subsidiaries or affiliates, represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment or tax planning decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. It should not be construed as individual tax, legal or financial advice.

The summaries, prices, quotes and/or statistics contained herein have been obtained from sources believed to be reliable but are not necessarily complete and cannot be guaranteed.  They are provided for informational purposes only and are not intended to replace any confirmations or statements. Past performance does not guarantee future results.

Investment products, brokerage and investment advisory services are offered through KIS, member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KIA. Insurance products offered through KIA are underwritten by and the obligation of insurance companies that are not affiliated with KeyBank.

Non-Deposit products are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY